top of page

Financial Therapy in Alamo, CA

financial therapy_edited_edited_edited.p

Financial wellness therapy looks closely below the surface to help discover the thoughts, emotions, and reactions that have led to financial struggles or challenges. Developing financial wellness involves thinking and feeling differently about money to overcome patterns, negative beliefs, and assumptions. This often occurs by referrals from, or in collaboration with, finance professionals like tax experts and investment advisors.

Some of the areas addressed include problems with: managing debt; risk aversion; chronic under-earning or overspending; making impulsive or irrational financial choices; guilt or anxiety about inherited money or financial loss; aggressive or passive boundaries; mistrust or paranoia about money; dissatisfaction in career choices; and allowing money to become a source of conflict in relationships. 


Financial therapy helps to reduce anxiety and increase confidence by:


  • examining fears and regrets about choices, decisions, and lifestyle

  • resolving emotional baggage that impedes financial decision making​

  • preventing common pitfalls of sudden wealth, inheritance issues,
    or investment anxiety

schedule a consultation


discuss your circumstances, ask questions about the process and our services, be matched with a therapist


complete consent forms, coordinate fees and out-of-network reimbursement, schedule the first session


attend sessions, share concerns and goals, explore your wellness solutions

  our process

Gray Foil Texture
Request A Courtesy Phone Consultation For More Info About Our Services or Call (925) 830-7900

We will be in touch with you soon!

bottom of page